{"url":"https://nivawealth.com/firms/parkstone-wealth-management-168253","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168253","regulatoryAum":210611988,"crd":"168253","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3126370","suffix":null,"lastName":"QUISENBERRY","firstName":"CHERYL","middleName":"FULLER"},{"crd":"4431054","suffix":null,"lastName":"SIMPTON","firstName":"MICHAEL","middleName":"GRANT"},{"crd":"4533770","suffix":null,"lastName":"STRAILY","firstName":"CHESTER","middleName":"ALAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":152848543,"clients":16,"employees":3,"offices":1},{"filedOn":"2022-03-19","regulatoryAum":170661553,"clients":19,"employees":3,"offices":1},{"filedOn":"2023-02-24","regulatoryAum":156601880,"clients":20,"employees":3,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":178000551,"clients":19,"employees":3,"offices":1},{"filedOn":"2025-03-14","regulatoryAum":201134485,"clients":20,"employees":3,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":210611988,"clients":22,"employees":3,"offices":1}],"secFileNumber":"801-78430","legalName":"Parkstone Wealth Management, LLC","displayName":"Parkstone Wealth Management","slug":"parkstone-wealth-management-168253","website":"https://parkstonewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1000 Ballpark Way, Suite 302","city":"Arlington","state":"TX","stateName":"Texas","country":"United States","postalCode":"76011"},"tradeNames":[],"registration":{"secApproved":"9 August 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compliance officer in the 50% to 75% ownership band and a control person, since December 2013."},{"label":"Chester Straily","detail":"Managing member in the 50% to 75% ownership band and a control person, since December 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"1000 Ballpark Way, Suite 302","city":"Arlington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"817-962-0068","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"U.S. state and local bonds","percent":55},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":4},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168253/PDF/168253.pdf","brochureDate":"20 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022281","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Parkstone Wealth Management have?","answer":"Parkstone Wealth Management has 22 clients and manages $211 million for them, as of March 2026. They include 15 high-net-worth individuals, 6 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Parkstone Wealth Management offer?","answer":"Parkstone Wealth Management provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Parkstone Wealth Management charge?","answer":"Parkstone Wealth Management charges 1.00%–2.00% a year for its Portfolio Management. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Parkstone Wealth Management use?","answer":"Parkstone Wealth Management’s separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $211M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Parkstone Wealth Management have?","answer":"Parkstone Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Parkstone Wealth Management invest in?","answer":"At the end of its last fiscal year, Parkstone Wealth Management’s separately managed accounts held 55% state and local bonds, 18% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 7% cash and equivalents, 4% investment grade corporate bonds, 1% sovereign bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Parkstone Wealth Management?","answer":"Parkstone Wealth Management’s direct owners are Cheryl Quisenberry (50% to 75%) and Chester Straily (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Parkstone Wealth Management get paid?","answer":"Parkstone Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Parkstone Wealth Management?","answer":"Parkstone Wealth Management’s main office is at 1000 Ballpark Way, Suite 302, Arlington, TX 76011. Its phone number is 817-962-0068. Its website is parkstonewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}